Integrationssmartofficeretailed
smartoffice + retailed

Connect smartoffice and retailed to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between smartoffice and retailed?

To start, connect both your smartoffice and retailed accounts to viaSocket. Once connected, you can set up a workflow where an event in smartoffice triggers actions in retailed (or vice versa).

Can we customize how data from smartoffice is recorded in retailed?

Absolutely. You can customize how smartoffice data is recorded in retailed. This includes choosing which data fields go into which fields of retailed, setting up custom formats, and filtering out unwanted information.

How often does the data sync between smartoffice and retailed?

The data sync between smartoffice and retailed typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from smartoffice to retailed?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between smartoffice and retailed?

Yes, you can set conditional logic to control the flow of data between smartoffice and retailed. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

smartoffice

About smartoffice

SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.

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retailed

About retailed

Retailed is an inventory tool for resellers that combines all the digital tools and advice needed to help you grow your business.

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